Concord Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

Concord Wealth Partners’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-118	Closed	-$11.6K	–	899
2023 Q4	$11.6K	Sell	118 -4	-3%	-$352	﹤0.01%	550
2023 Q3	$10.2K	Buy	122 +98	+408%	+$9.08K	﹤0.01%	614
2023 Q2	$2.25K	Hold	24	–	–	﹤0.01%	850
2023 Q1	$1.93K	Sell	24 -204	-89%	-$17.2K	﹤0.01%	818
2022 Q4	$17.1K	Buy	+228	New	+$17.8K	0.01%	552
2022 Q3	–	Sell	-224	Closed	-$23K	–	1025
2022 Q2	$23K	Buy	224 +2	+0.9%	+$246	0.01%	521
2022 Q1	$31K	Buy	222 +1	+0.5%	+$165	0.01%	532
2021 Q4	$42K	Buy	221 +197	+821%	+$36.4K	0.01%	485
2021 Q3	$4K	Hold	24	–	–	﹤0.01%	650
2021 Q2	$5K	Hold	24	–	–	﹤0.01%	744
2021 Q1	$5K	Buy	+24	New	+$4.35K	﹤0.01%	680

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concord Wealth Partners's SWK Position: Q1 2024 in Review

Concord Wealth Partners sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 118 shares — an estimated $11.6K sold.

Concord Wealth Partners first reported a position in SWK in Q1 2021 and held it in 11 quarters. The position peaked at $42K in Q4 2021. 784 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

Concord Wealth Partners reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 118 Stanley Black & Decker shares in Q1 2024, an estimated $11.6K.
Concord Wealth Partners first reported a position in Stanley Black & Decker in Q1 2021 and held it in 11 quarters.
Concord Wealth Partners's Stanley Black & Decker position peaked at $42K in Q4 2021.
784 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.